The Challenge
You'll own the full product strategy for CRM capabilities powering personalized customer experiences in digital banking platforms. This role shapes how financial institutions deepen member relationships at scale through segmentation, lifecycle marketing, and AI-driven personalization.
Your Mission
Map current CRM product landscape, competitive positioning, and client pain points across 3+ financial institution customers
Define 12-month product roadmap with clear prioritization tied to revenue impact and client adoption metrics
Establish baseline KPIs for CRM initiatives including engagement lift, segmentation accuracy, and campaign ROI
Kickstart discovery on top 2 integration opportunities (Salesforce, HubSpot, or internal systems) with engineering and design
Launch 2-3 major CRM features with measurable adoption targets (define success metrics upfront)
Drive 30%+ improvement in key CRM engagement metric (member activation, campaign response rate, or NPS within CRM module)
Complete integration roadmap for 3 third-party platforms with documented API specifications and data flow architecture
Mentor 1-2 junior PMs on CRM strategy and deliver quarterly product excellence training to cross-functional teams
KPIs You'll Own
CRM Adoption Rate
Percentage of financial institution clients actively using CRM segmentation and personalization features
Campaign Performance Lift
Uplift in member engagement (open rate, click-through, conversion) driven by AI-enabled segmentation and personalization
Integration Success Rate
% of CRM integrations deployed with zero critical errors and data sync latency under 1 hour
Member Lifecycle Engagement Score
Composite metric tracking email engagement, product adoption, and retention for segmented member cohorts
Product Velocity
Number of shipped features per quarter aligned to strategic roadmap
Tools & Stack
Your Team
Your Manager
Not specified (likely VP Product or Chief Product Officer)
Current Team
Cross-functional: Engineering, Design, Data, Client Success, Sales, Account Management
New role or backfill not specified
The Package
Salary
$160K-$200K base
Remote
On-site (US location)
Benefits & Perks
Company Intelligence
Jobgether is recruiting for a partner company (not disclosed) operating in digital banking and financial services. The company builds CRM and engagement solutions for financial institutions seeking to deepen member relationships and personalization at scale.
Customers
Financial institutions leveraging digital banking platforms
Is This Role For You?
- You've shipped 3+ CRM products in B2B SaaS, fintech, or financial services with measurable engagement or revenue impact
- You speak fluent Salesforce, HubSpot, and third-party integration architecture—not just surface-level knowledge
- You thrive translating complex financial services workflows into clean product strategies and roadmaps
- You're data-driven: you've used analytics to guide iteration and can articulate business cases with conviction
- You want to mentor PMs and influence product culture in a scaling org
- You've only done consumer product or B2C—B2B SaaS and financial services context is non-negotiable here
- You need remote flexibility; this role is explicitly on-site
- You're unfamiliar with CRM ecosystems (Salesforce, HubSpot, APIs) or avoid hands-on technical depth
Interview Process
Screening Call
Recruiter vets background: CRM experience, fintech exposure, product leadership chops
Case Study / Product Strategy
You define CRM roadmap for a hypothetical financial institution; show strategic thinking and data literacy
Technical Deep Dive
Hiring manager probes CRM integrations, API design, and your understanding of Salesforce/HubSpot architecture
Cross-Functional Panel
Conversations with engineering lead, design lead, and client success to assess collaboration and influence
Executive Round
Final conversation with VP/CPO on market strategy, competitive positioning, and vision for CRM at scale
Interested in this role?
Apply now and hear back within days, not weeks.
Get alerts for crm lifecycle jobs
Weekly email. Unsubscribe in one click.
More roles like this
CRM Marketing Manager, LATAM
Jobflarely • Anywhere
Director, Lifecycle Marketing
Rocket Lawyer • Anywhere
CRM Marketing Coordinator - Fashion Brand NYC
Fourth Floor • New York, NY
Lifecycle Marketing Offer Strategist
Shake Shack • New York, NY
About CRM & Lifecycle Roles
CRM & lifecycle marketers own the post-acquisition journey. They design onboarding sequences, retention campaigns, win-back flows, and loyalty programs that maximize customer lifetime value.